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AF

Aviso Financial Portfolio holdings

AUM $2.82B
1-Year Est. Return 25.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$19.2M
3
+$15.8M
4
GRP.U
Granite Real Estate Investment Trust
GRP.U
+$4.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.16M

Top Sells

1
+$3.42M
2
+$3.09M
3
+$2.91M
4
ALNT icon
Allient
ALNT
+$1.2M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.16M

Sector Composition

1 Financials 29.9%
2 Technology 15.86%
3 Industrials 9.76%
4 Energy 8.23%
5 Materials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$215K 0.01%
8,338
+733
227
$211K 0.01%
598
-52
228
$207K 0.01%
732
+71
229
$200K 0.01%
+1,631
230
$193K 0.01%
6,137
+203
231
$191K 0.01%
259
-25
232
$190K 0.01%
5,574
-478
233
$166K 0.01%
1,755
-127
234
$154K 0.01%
3,644
-606
235
$152K 0.01%
1,268
+123
236
$148K 0.01%
20,709
+2,921
237
$147K 0.01%
5,200
+394
238
$140K 0.01%
31,266
-29,385
239
$131K 0.01%
1,385
240
$122K 0.01%
753
-65
241
$122K 0.01%
2,486
-454
242
$116K ﹤0.01%
403
-35
243
$114K ﹤0.01%
405
+18
244
$97.1K ﹤0.01%
300
245
$93.7K ﹤0.01%
140
246
$85.2K ﹤0.01%
1,020
247
$79.5K ﹤0.01%
500
-20
248
$75K ﹤0.01%
1,680
249
$70.1K ﹤0.01%
2,826
250
$69.4K ﹤0.01%
744
8 9
10
11 12